R02
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April 15, 2014
Platforms
http://www.brandft.co.uk Flat fee vs percentage of assets under management, fees hidden in annual management charge, exit fees – it’s...
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January 8, 2014
Hot Topic – Transferring Your CTF to a Junior ISA
http://www.brandft.co.uk/ Almost a year ago, we talked here about the unfairness of not being able to transfer Child Trust...
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July 9, 2013
The Greek Alphabet – Alpha, Beta and All That Jazz
Written by Tina Winter Back in the 1950s and 60s, an American academic by the name of Harry Markowitz...
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July 3, 2013
UCIS – CII R02 and AF4 exams
Here, we look at UCIS – of interest to those studying for the CII R02 and AF4 exams. The...
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May 22, 2013
Top Tip – The Seed Enterprise Investment Scheme
http://www.brandft.co.uk/ Looking through some of the CII manuals, I noticed a distinct lack of information on the SEIS introduced...
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February 28, 2013
Hot Topic – Junior ISA
In the CII J10 manual (and of course in R02 and other investment exams too) it talks about Junior...
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January 23, 2013
Top Tip – Chargeable Events on Bonds
In this article we look at bonds under trust and what happens when a chargeable event happens. Who is...
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December 18, 2012
A Discounting Shortcut for your CII R02 Exam
Previously, we looked at compounding and a shortcut to working it out on a manual calculator – in this...
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January 10, 2012
R02 Exam: Investment Principles and Risk
What to Expect from the R02 Exam In our series of blog posts focusing on the Diploma in Regulated...
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January 10, 2012
5 Steps for Diploma in Regulated Financial Planning
Previously, to be a financial adviser in the United Kingdom, you had to obtain a Certificate in Financial Planning....
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January 10, 2012
CII Diploma in Regulated Financial Planning
The Retail Distribution Review (RDR) introduced many changes to the financial services industry in 2012 one of which was...